@likeatortoise LikeATortoiseLikeATortoise posts on YouTube about investment, market, term, in the the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
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Social topic influence investment, market, term, in the, growth, strong, stocks, community, key, ai
Top accounts mentioned or mentioned by @livecompt @christophenour @uc769m0adk9hiedkm8iojlqw
Top assets mentioned Lululemon Athletica Inc (LULU) Uber Technologies, Inc. (UBER) Microsoft Corp. (MSFT)
Top posts by engagements in the last [--] hours
"LVMH Beats Earnings So Why Did the Stock Crash 7% LVMH is down 7% following its recent earnings report. Despite delivering better-than-expected fourth-quarter revenue and signs of stabilization in the luxury market the results did not meet elevated investor expectations leading to a sharp market reaction. While margins are under pressure due to currency effects and geopolitical instability I believe this is a temporary setback rather than a structural issue. Here's the link to my DCF SpreedSheet: https://docs.google.com/spreadsheets/. Join our free Skool community: π"
YouTube Link 2026-01-28T10:52Z [---] followers, [---] engagements
"Alibaba Q4 Earnings: The AI Bet vs Profitability Reality I break down what I'm looking for in Alibaba's upcoming Quarter [--] earnings report set to be released on February 19th. I'm particularly interested in whether Alibaba can balance growth with profitability especially as they ramp up investments in AI and infrastructure"
YouTube Link 2026-02-17T08:39Z [---] followers, [--] engagements
"Alibabas 107% Comeback From Uninvestable to an AI Powerhouse A few years ago Alibaba was labeled uninvestable and traded at just $60 per share. Fast forward to today the stock has tripled and the company is making bold moves in AI. π In this video I share why I doubled down at $74 the fundamentals driving this turnaround and how Alibaba is evolving from an e-commerce giant into a global AI leader. With over $53B committed to AI infrastructure and groundbreaking models like Qwen3-Max the story is only beginning. Do you think Alibaba deserves a re-rating or is the market still underestimating"
YouTube Link 2025-09-24T15:42Z [---] followers, [--] engagements
"Halo Health: Is This High Growth Healthcare Stock Undervalued Halo is a healthcare company that has shown significant growth since [----] particularly in revenue and profitability with a current net income of about $590 million and free cash flow at approximately $602 million. Despite some concerns regarding insider selling especially from the CEO I believe the stock is undervalued based on its strong financials and growth potential with analysts forecasting a 17.26% earnings per share growth over the next five years. Here's the link to my DCF SpreedSheet: https://docs.google.com/spreadsheets/."
YouTube Link 2026-02-10T13:18Z [---] followers, [--] engagements
"How I Build My Watchlist And Find High Quality Stock Ideas In this video I walk you through my process of building a watch list of high-quality companies that I may want to invest in the future. All companies on it must meet my criteria for quality I also share my sources for generating ideas including newsletters and insights from successful investors. Join our free Skool community: π https://www.skool.com/likeatortoise Want to grow your portfolio the right way steadily calmly and with conviction π’ Inside Tortoise Labs (FREE) youll get: Bi-weekly live Q&A calls and investing discussions"
YouTube Link 2026-01-06T09:59Z [---] followers, [---] engagements
"Christophe Nour on Quality Investing Temperament & the Opportunities Ahead @christophenour Nour is no stanger to many of you. He's a great investor and someone I admire. I invited him to the channel to share for a great discussion on long-term concentrated investing principles including definitions of quality how to spot weakening moats and valuation frameworks. Chris also emphasized temperament and preparation (listing key risks) as critical for surviving volatility and sizing positions by conviction. Lastly we discussed potential opportunities in the markets right now. I hope you enjoy this"
YouTube Link 2026-02-07T09:16Z [---] followers, [---] engagements
"My Watchlist Going Into [----] Incredible Businesses Wrong Prices (For Now) Hello everyone In this video I share my watchlist of about [--] high-quality companies that I'm considering for potential investment into [----] emphasizing the importance of having a margin of safety before making any moves. I discuss key metrics I use to evaluate these companies such as revenue growth and operating margins while highlighting that many of them are currently trading at or near all-time highs. I encourage you to engage with me by letting me know in the comments what you've learned from my videos and to smash"
YouTube Link 2025-12-24T18:45Z [---] followers, [---] engagements
"Why I Dont Chase AI Crypto or the Next Big Thing In this video I discuss my strong disdain for hype in investing and why it's crucial to avoid it at all costs. I emphasize the importance of understanding the businesses we invest in focusing on companies with proven track records competitive advantages and a significant margin of safety. I illustrate this with examples like PayPal and Lululemon highlighting how overpaying for great companies can lead to poor investment outcomes. Please share this video with anyone who might benefit from this perspective and leave constructive feedback on what"
YouTube Link 2025-12-30T10:04Z [---] followers, [--] engagements
"Why I Believe PayPals Turnaround Is Coming In this video I share my recent investment in PayPal highlighting my belief that the company is in the early stages of a significant turnaround under CEO Alex Creasy. I discuss the positive trends in gross and net margins as well as the strong growth in free cash flow despite the stock price remaining stagnant over the past three years. I emphasize the attractive valuation of PayPal with a P/E ratio of [--] compared to the sector average of [--] and suggest that the intrinsic value could be as high as $144 per share. I encourage viewers to share their"
YouTube Link 2025-09-23T14:32Z [---] followers, [----] engagements
"Evolution AB: A 60% Monopoly Trading at 10x Earnings (100% Upside) I discussed the latest developments regarding Evolution AB a company I believe has strong long-term potential despite recent challenges including a significant 60% drawdown from its all-time highs. The reality however is that the online gambling market is projected to grow by about 11% until [----] and Evolution holds a dominant position with around 60% market share in live dealer gaming. If you're not part of our community yet let me know and I can add you to our groups for more insights. Thank you for your ongoing support"
YouTube Link 2026-01-24T11:32Z [---] followers, [---] engagements
"TeamViewer Stock Cheap Turnaround or Value Trap I analysed TeamViewer SE following a request from Filipe a fellow Portuguese subscriber. What stands out to me is the companys debt level which has increased sharply following the acquisition of 1E. The subsequent underperformance of the 1E unit has resulted in lower revenue guidance and a decline in TeamViewers share price. The key question now is whether this acquisition will ultimately prove accretive. Even if it doesnt the company will still need to reduce its debt to more sustainable levels in order to restore investor confidence. Join our"
YouTube Link 2026-01-07T11:05Z [---] followers, [---] engagements
"Evolution Stock Crashes After Earnings What Im Doing Now In this video I dive into our recent earnings report for Evolution AB which was released this morning. I spent some time analyzing the presentation report and Im eager to share my insights with you. I encourage you to take a look at the report as well as it contains important data that could impact our strategy moving forward. Lets discuss our findings and any questions you might have. Looking forward to your thoughts Join our Skool community: https://www.skool.com/likeatortoise Want to grow your portfolio the right way: steadily and"
YouTube Link 2025-10-23T17:03Z [---] followers, [----] engagements
"PayPal Q4 Earnings Explained: From Turnaround to Prove It Story PayPal's recent earnings report was an absolute disgrace. A nasty surprise for many of us investors. They missed both revenue and earnings per share expectations and the guidance for [----] is particularly concerning indicating a mid-single-digit decline in EPS. The core issue seems to be the slowdown in branded checkout growth which is critical for profitability and the ongoing decline in transaction take rates. I am taking a wait-and-see approach with my own shares while assessing the new CEO's potential impact. Please share your"
YouTube Link 2026-02-03T16:41Z [---] followers, [---] engagements
"Its Not the Market Its Your Mind (Why Investors Underperform) In this video I discuss the critical role emotions play in long-term investment success and how understanding psychological biases can help us make better decisions. I emphasize that my approach focuses on finding high-quality companies trading at a substantial discount and I share insights on various cognitive biases that can hinder our investment performance. I also invite you to join me live on December 20th to ask any questions you may have. Your feedback has been invaluable and I encourage you to share your thoughts in the"
YouTube Link 2025-12-16T14:37Z [---] followers, [--] engagements
"Elliott Takes a $1bn Stake in Lululemon What This Means for Long-Term Investors In this video I discuss the recent news about Lululemon where Elliott Investment Management has acquired a stake exceeding one billion dollars becoming one of the largest shareholders. This involvement often signals potential changes especially as Lululemon navigates challenges in its core U.S. market. I believe that with the right leadership changes particularly with Jay Nielsen as a potential CEO candidate we can turn things around. I also encourage you to join my live session on the 20th to ask any questions"
YouTube Link 2025-12-18T10:57Z [---] followers, [---] engagements
"Morningstar Says $295: Is Lululemon Deeply Undervalued In this video I discuss insights from a Morningstar's report on Lululemon highlighting that the stock currently trades at $202 per share with a fair value estimate of $295 indicating substantial upside. I also address the company's strong brand and pricing power as well as its plans for international expansion particularly in China. Here's the link to my DCF SpreedSheet: https://docs.google.com/spreadsheets/. Join our free Skool community: π https://www.skool.com/likeatortoise Want to grow your portfolio the right way steadily calmly and"
YouTube Link 2026-01-20T09:34Z [---] followers, [---] engagements
"Markets Are Falling. Will You Have the Courage to Buy I discuss the recent market volatility and the psychological challenges investors face during such times. I firmly beliveve understanding your investments and buying only with a margin of safety will help you mitigate emotional reactions. I also highlight key cognitive biases that can lead to poor decision-making and stress the value of being a patient investor. Guys if you found this content valuable please like the video and share it with others who may benefit Here's the link to my DCF SpreedSheet:"
YouTube Link 2026-02-06T13:19Z [---] followers, [---] engagements
"5 Years of Underperformance: Terry Smith Explains What Most Investors Get Wrong In today's video I discussed a recent interview with Terry Smith a renowned British money manager whose fund has faced underperformance over the last five years currently averaging around 13%+ annual returns. I highlighted key insights from the interview including the importance of sticking to a sound investment framework and the challenges posed by rising interest rates and market distortions. Here's the link to my DCF SpreedSheet: https://docs.google.com/spreadsheets/. Join our free Skool community: π"
YouTube Link 2026-01-26T08:31Z [---] followers, [---] engagements
"Evolution AB: A Scalable Giant Facing Short Term Pain Long Term Gain In this video I dive into one of my holdings Evolution AB which has been experiencing a significant drawdown currently trading around $77 per share. I discuss the fundamentals of the business its scalable model and the impressive margins it maintains despite recent challenges. I also touch on the management's strong commitment with insiders owning about 24% of the company. If you're interested in a detailed report on Evolution AB please let me know in the comments and don't forget to like and subscribe for more insights Join"
YouTube Link 2025-10-08T13:57Z [---] followers, [---] engagements
"Lululemon Is Up 10% Buy Hold or Sell Lululemon just jumped nearly 10% after a strong Q3 earnings report. In this video I break down what actually matters beneath the headline numbers from revenue growth and margins to regional performance buybacks and managements long-term strategy. I also share how Im thinking about the stock after this move whether it still makes sense at current prices and what long-term investors should focus on going forward. This is not about short-term price action its about understanding the business and making rational investment decisions. Let me know in the"
YouTube Link 2025-12-13T13:34Z [---] followers, [--] engagements
"Evolution AB (EVO) Stock Q4 [----] Earnings Call & Breakdown Join me live for a full breakdown of Evos earnings report and my reaction Here's the link to my DCF SpreedSheet: https://docs.google.com/spreadsheets/. Join our free Skool community: π https://www.skool.com/likeatortoise Want to grow your portfolio the right way steadily calmly and with conviction π’ Inside Tortoise Labs (FREE) youll get: Bi-weekly live Q&A calls and investing discussions Data-driven stock deep dives & company research 20+ hours of long-term investing courses Monthly market & financial news breakdowns A supportive"
YouTube Link 2026-02-04T08:42Z [---] followers, [--] engagements
"Temporary Setback or Structural Problem (Earnings Preview) Evolution AB is about to report earnings. As a long-term investor I'm particularly focused on the challenges in the Asian and European markets which together account for over 50% of the company's revenue. It's is critical to understand whether recent revenue declines are due to temporary issues or structural problems and I do believe that the upcoming quarter will help us determine that. Here's the link to my DCF SpreedSheet: https://docs.google.com/spreadsheets/. Join our free Skool community: π https://www.skool.com/likeatortoise"
YouTube Link 2026-02-04T08:54Z [---] followers, [---] engagements
"Visa Is a Monster Business But Is the Stock Cheap In this video I dive into an analysis of Visa prompted by a request from one of our community members who works there and is contemplating whether to sell or hold his shares. I discuss Visa's strong financials including a revenue growth of about 11% per year since [----] and impressive profit margins while also noting the current valuation concerns with a forward P/E of [--]. I emphasize the importance of understanding the company's competitive position and the potential impact of AI disruption. I encourage you to join our upcoming live event on"
YouTube Link 2025-12-08T10:04Z [---] followers, [---] engagements
"LVMHs Q3 2025: The Rebound Investors Were Waiting For In this video I dive into LVMH's Quarter [--] earnings report which was surprisingly positive showing a 1% organic revenue growth after a challenging start to the year. Despite a slight decline in total revenue from [--] billion to [--] billion euros the stock surged by 15% indicating a potential turnaround in the luxury sector. I highlight the importance of regional performance particularly improvements in the U.S. and Asia and the resilience of our business model. I encourage you to leave comments if you want a detailed report on my analysis of"
YouTube Link 2025-10-15T11:28Z [---] followers, [--] engagements
"DCF vs Reverse DCF: How to Value Stocks Without Guessing Both the Discounted Cash Flow (DCF) and Reverse DCF are essential tools for valuing companies and assessing whether they are overpriced underpriced or fairly valued. I emphasize the importance of understanding future cash flows and the time value of money using a discount rate of 15% (my standard). I also provide a practical example using Amazon and PayPal to illustrate how to apply these methods effectively. Also don't forget to join our upcoming live webinar at the end of the month to share your stock suggestions and further enhance"
YouTube Link 2026-01-13T15:09Z [---] followers, [---] engagements
"How to Read a Balance Sheet Like a Long Term Investor In today's video I dive deep into the balance sheet explaining its crucial role in assessing a company's financial strength and sustainability. While the income statement shows profitability the balance sheet reveals whether that profitability can be maintained over time. I also share insights on key metrics like current ratio and return on assets and highlight the importance of understanding liabilities and equity. Don't forget to join our live session on January 31st and bring your questions as we continue to explore these concepts"
YouTube Link 2026-01-27T12:51Z [---] followers, [--] engagements
"Evolution AB Earnings: Asia Recovers Europe Breaks What Investors Must Watch Evolution AB reported this morning. While revenues were broadly flat year-on-year the company remains operationally resilient. I focused on key regions noting that Europe is facing regulatory challenges while Asia showed encouraging sequential growth. Despite a decline in profitability due to heavy investments in expansion the company maintains strong cash flows and industry-leading margins. Here's the link to my DCF SpreedSheet: https://docs.google.com/spreadsheets/. Join our free Skool community: π"
YouTube Link 2026-02-05T10:20Z [---] followers, [---] engagements
"Salesforce Stock Analysis: Earnings Up Stock Flat Whats Going On Salesforce has evolved from a basic CRM to a global enterprise platform generating over $40 billion in annual revenue. I discuss its business model which relies heavily on subscription services creating predictable cash flows and the importance of high switching costs that make it difficult for customers to leave. I also highlight the recent improvements in operating margins and the company's focus on shareholder returns. If you're interested in a deeper understanding of Salesforce and its potential as an investment please feel"
YouTube Link 2026-01-12T10:49Z [---] followers, [--] engagements
"Testimonial Janet Silva"
YouTube Link 2026-02-13T15:32Z [---] followers, [--] engagements
"Is Wall Street Sleeping on Lululemon (The Numbers Say YES) In this video I dive into my only portfolio position that's currently down which is Lululemon where we're seeing about a 25% decline. I analyze the company's fundamentals and compare them with competitors like Nike and Adidas highlighting Lululemon's superior metrics including a 27% return on invested capital and 60% gross margins. Despite current challenges I believe the bearish sentiment is an overreaction and if the fundamentals remain stable while the stock price declines it could present a great buying opportunity. I encourage"
YouTube Link 2025-09-13T14:39Z [---] followers, [----] engagements
"Uber Is Profitable Now But Is the Stock a Buy Uber a company that has recently caught my attention has been on my watch list for some time. I discuss its financial performance noting that Uber has turned a corner to profitability in [----] with revenues increasing by about 27.8% and a market cap around $170 billion. Analysts rate it as a strong buy with a price target suggesting a 33% upside potential. Here's the link to my DCF SpreedSheet: https://docs.google.com/spreadsheets/. Join our free Skool community: π https://www.skool.com/likeatortoise Want to grow your portfolio the right way"
YouTube Link 2026-01-30T12:54Z [---] followers, [---] engagements
"Stocks Are Crashing Why Long Term Investors Should Stay Calm I discuss the recent sharp sell-off in the Nasdaq and how cryptocurrencies often lead market movements. I emphasize that the current market concentration is at historically high levels with the top [--] stocks in the S&P [---] making up 38% of its market cap. Additionally the Shiller P/E ratio is at its second highest level ever indicating overvaluation. I encourage you to build a watchlist of quality companies and remain patient as many stocks are becoming cheaper presenting potential buying opportunities. Remember education is key so"
YouTube Link 2026-02-13T11:02Z [---] followers, [---] engagements
"Is Fortinet a Great Business at Todays Price Intrinsic Value & Margin of Safety Fortinet is a great company. Would it deserve a place in our Portfolio at today's price In this video I analyse their financials highlighting among other things a 21% revenue growth since [----] and a strong balance sheet with a net cash position of $2.59 billion. I also determine the company's intrinsic value and margin of safety entry price. If you found value in this analysis please smash the like butto Here's the link to my DCF SpreedSheet: https://docs.google.com/spreadsheets/. Join our free Skool community: π"
YouTube Link 2026-02-09T10:46Z [---] followers, [--] engagements
"Investing Like a Tortoise: My Portfolios 26% Annualized Returns In this video Im excited to share that since the inception of our Like a Tortoise portfolio in January [----] we have achieved an impressive 26% annualized return with a current rate of return at about 51.57%. I emphasize the importance of investing in high-quality companies when they are marked down and I believe this strategy will continue to outperform the market. I invite you to leave comments if you want me to delve deeper into any of my holdings as I plan to transfer most of my investable assets into this portfolio. Remember"
YouTube Link 2025-09-22T08:59Z [---] followers, [---] engagements
"LIVE: Ask Me Anything Investing Wealth & Life Date: 27/02/2026 Time: [--] GMT This will mark our third live experience on Youtube As always nothing is off limits Whether you want to ask about: 1) Stock ideas 2) How I analyse companies 3) Market crash risks 4) Long-term investing strategy 5) Personal finance & wealth building 6) My own portfolio 7) Or even personal questions This is your chance to ask me anything you want unfiltered honest real just as I like. Ill also share: 1) How Im investing heading into [----] 2) My highest-conviction stocks right now 3) Lessons learned from compounding at"
YouTube Link 2026-02-02T10:17Z [---] followers, [--] engagements
"Patience Pays: Why I Finally Added Constellation Software to the Portfolio Im excited to share that we've finally bought shares in Constellation Software. This company has a remarkable track record never experiencing a 50% drawdown until recently and I believe the current sell-off due to AI disruption fears is overblown. Ive conducted extensive due diligence and Im confident in this investment as it aligns with our strategy of acquiring high-quality businesses. Let me know in the comments if you've found this valuable"
YouTube Link 2026-02-11T21:00Z [---] followers, [---] engagements
"Copart Stock Analysis [----] Buy Hold or Wait In today's video I delved into the financials of Copart a company that has been on many investors' radars especially as its stock has recently declined about 40% from its highs. I discussed the importance of understanding a company's industry and financials before investing emphasizing that while Copart shows solid revenue growth and a strong balance sheet it currently still trades at a premium valuation that doesn't meet my margin of safety criteria. I highlighted that the company has a net cash position of about $5 billion and free cash flow"
YouTube Link 2025-11-18T09:32Z [---] followers, [---] engagements
"3 Big Earnings to Watch This Month: LVMH Evolution AB & PayPal In today's video I want to express my gratitude for your support as our subscriber count has significantly increased indicating that you find value in my content. I will be discussing the upcoming earnings reports for three companies in our portfolio: Evolution AB LVMH and PayPal and the reasons behind recent stock market fluctuations. I encourage you to provide feedback on future video topics and I will be analyzing Align Technologies in an upcoming video based on a viewer's request. As always I appreciate your engagement and"
YouTube Link 2025-10-10T13:56Z [---] followers, [---] engagements
"Constellation Brands Deep Dive Is This a Buy Right Now In today's video I analyzed Constellation Brands from a financial standpoint to determine whether it might be a buy sell or hold. I discussed the company's challenges including declining beer sales and high debt levels with total debt at about $10 billion compared to only $72 million in cash. Despite sluggish revenue growth of 5.4% since [----] I noted that the company has been investing heavily in capital expenditures. I also highlighted the importance of understanding the company's financial health and requested viewers to provide"
YouTube Link 2025-12-01T08:30Z [---] followers, [--] engagements
"PayPals Quiet AI Bet: Why the Cymbio Deal Matters I discuss PayPal's recent acquisition of Symbio a company that enhances e-commerce capabilities through AI-driven commerce. This acquisition is a significant step for PayPal as it transitions from just a payment solution provider to a comprehensive commerce operating system. I highlighted the potential long-term benefits of this move especially as AI-powered commerce is projected to orchestrate $900 billion to $1 trillion in U.S. retail revenue by [----]. And don't forget to join our live tomorrow at [--] a.m. UK time for any questions Here's the"
YouTube Link 2026-01-23T10:53Z [---] followers, [---] engagements
"PayPal Stock at $50: Why Id Buy More Despite the Noise In this video I discuss my intention to buy more Paypal shares at $50 to lower my cost basis which currently sits at around $67. Despite market skepticism regarding PayPal's growth I believe the company is evolving into a multi-engine commerce platform with significant growth potential. I highlight that PayPal is generating $6 to $7 billion in annual free cash flow which translates to an impressive cash flow yield of nearly 10% Remember this is not financial advice so please do your own due diligence. Here's the link to my DCF"
YouTube Link 2026-01-14T11:45Z [---] followers, [---] engagements
"How One Bad Period Nearly Ruined Pershing Square (And What Investors Can Learn) In today's video I discussed the recent [----] Annual Investor Presentation report from Pershing Square managed by the well-known Bill Ackman. I highlighted key takeaways including the impressive 20.9% growth in net asset value and the significant outperformance of international stocks compared to the S&P [---]. I also analyzed Ackman's investment decisions particularly his recent exits from Nike and Netflix which I believe may have been mistakes. Here's the link to my DCF SpreedSheet:"
YouTube Link 2026-02-14T10:32Z [---] followers, [--] engagements
"AI Is Crushing Software Stocks Heres Where the Market Is Wrong The sell-off in the software sector primarily driven by fears of AI disruption has been violent. Companies like Constellation Software have seen their stock prices drop by about 54% despite being considered quality investments. This video explains the differences between horizontal and vertical software companies emphasizing that vertical firms are generally more resilient to AI threats. I also shared insights from my research and encouraged viewers to consider the potential mispriced opportunities in this market. As always if you"
YouTube Link 2026-01-29T08:59Z [---] followers, [---] engagements
"Align Technology Stock Analysis Undervalued or a Value Trap In this video I dive deep into Align Technology Inc. a company that some of you requested I analyze. I discuss its position in the healthcare sector noting that it has a P/E ratio of [-----] compared to the industry average of [-----] suggesting it may be undervalued. I also highlight that while revenues have been stagnant since [----] there are signs of recovery and the company has a strong balance sheet with no debt. If you find this analysis insightful please smash the like button and leave comments for more company analyses Join our"
YouTube Link 2025-10-16T11:06Z [---] followers, [---] engagements
"What Actually Shaped My Investing Process (After 10+ Years in Markets) In this video I share my investment philosophy shaped over the years emphasizing the importance of psychology and patience in investing. I address comments from subscribers about my decision to remain invested in PayPal highlighting its strong fundamentals including generating six billion dollars in free cash flow. I discuss the new management team's incentives and how they align with shareholder interests which gives me confidence in the company's future. Additionally I encourage viewers to engage with the content and"
YouTube Link 2026-02-16T09:25Z [---] followers, [--] engagements
"JD com Stock Analysis: Massive Discount or Value Trap In this video I analyze JD as a potential investment particularly in comparison to my largest position Alibaba. JD has shown a revenue growth of 28% per year but its profitability has been inconsistent with periods of negative net income. Despite having a strong cash position of [--] billion I express concerns about its management and growth prospects ultimately deciding that JD does not meet my investment criteria. I encourage viewers to share their thoughts on my analysis as I'm always eager to learn from our discussions. Join our Skool"
YouTube Link 2025-11-25T10:25Z [---] followers, [---] engagements
"Our Subscribers Picked These [--] Stocks Are AFYA & KSPI Worth Buying Today In today's video I discussed two stock picks from our subscribers (KSPY and AFYA). Here's the link to my DCF SpreedSheet: https://docs.google.com/spreadsheets/. Join our free Skool community: π https://www.skool.com/likeatortoise Want to grow your portfolio the right way steadily calmly and with conviction π’ Inside Tortoise Labs (FREE) youll get: Bi-weekly live Q&A calls and investing discussions Data-driven stock deep dives & company research 20+ hours of long-term investing courses Monthly market & financial news"
YouTube Link 2026-02-12T12:55Z [---] followers, [--] engagements
"Microsoft Stock Fell 12% After Earnings Heres What the Market Missed Despite beating revenue and earnings expectations Microsoft's stock tumbled 12%. The problem was the exuberant expectations baked into the price going into earnings. Again buying with a margin of safety is just as important as understanding the underlying business especially during periods of volatility. I strongly encourage you guys to remain patient and resilient in your investing journey and to always ensure you comprehend what you own to avoid panic during market fluctuations. Here's the link to my DCF SpreedSheet:"
YouTube Link 2026-02-02T09:32Z [---] followers, [---] engagements
"Stocks Are Up In this video I share my thoughts on the recent market volatility and how I've been taking advantage of it by buying more shares of quality companies. I discuss the performance of the Nasdaq and our portfolio's outperformance compared to the S&P [---]. I emphasize the importance of remaining rational during market fluctuations and sticking to high-quality investments. Please let me know in the comments if you've made any stock purchases during this time Join our Skool community: https://www.skool.com/likeatortoise Want to grow your portfolio the right way Heres how we can help: πΉ"
YouTube Link 2025-04-23T14:44Z [--] followers, [--] engagements
"Why I Bought PayPal In this video I share my decision to double down on my PayPal investment highlighting the positive changes under the new CEO Alex Chris. I discuss the company's long-term growth potential the importance of cost efficiency and the network effect that strengthens its market position. I also emphasize the compelling valuation and the need for a margin of safety in investments. Join our Skool community: https://www.skool.com/likeatortoise Want to grow your portfolio the right way Heres how we can help: πΉ Tortoise Labs (Community & Education) Weekly live Q&A calls & expert"
YouTube Link 2025-04-08T16:40Z [--] followers, [--] engagements
"Alibaba Earnings Ahead Why Im Bullish Going In In this video I wanted to share my excitement about Alibaba which is my largest holding as they are reporting earnings this Friday. I've been accumulating shares since around $100 and have brought my average cost down to about $75 resulting in a significant unrealized gain. I believe Alibaba is still the leading e-commerce and cloud service provider in China and their investments in AI are set to drive future growth. I encourage you to do your own due diligence as I see a strong intrinsic value for the stock estimated between $200 and $250 per"
YouTube Link 2025-08-27T11:59Z [--] followers, [--] engagements
"Is LULU dead Here's What I Am Doing Post Earnings In this video I discuss the recent earnings report and conference call for Lululemon which is my third largest portfolio holding. The stock plummeted nearly 20% post-earnings due to weak guidance despite beating EPS expectations. While international revenues grew significantly the U.S. market which constitutes 70% of sales showed only 1% growth and a 4% decline in comparable sales raising concerns about future performance. I emphasize the importance of management's transparency in addressing these challenges and invite viewers to share their"
YouTube Link 2025-09-06T10:40Z [--] followers, [---] engagements
"Stocks at Extremes: Are We Heading for a Bubble Burst In this video I discuss the nosebleed valuations and extreme concentration levels currently seen in the U.S. stock market particularly the S&P [---] index. Over the last [--] years investors have been conditioned to believe that stocks can only go up without experiencing the other side of investing agonizing long-term bear markets. With the Shiller P/E crossing [--] for the first time in [--] years and the Buffett Indicator at 220% investors are walking a fine line. Complacency has taken hold of market participants. As Warren Buffett once said:"
YouTube Link 2025-10-03T11:57Z [---] followers, [--] engagements
"PayPal Earnings Report Highlights In this video I walk you through the key highlights from PayPal's recent earnings report and conference call. Overall the report was positive but revenue growth was only 1% year-over-year which fell short of analyst expectations. I created a Word document to break down the essential information into positives and negatives for easier digestion. I encourage you to review the document and share your thoughts on the findings. Join our Skool community: https://www.skool.com/likeatortoise Want to grow your portfolio the right way Heres how we can help: πΉ Tortoise"
YouTube Link 2025-04-30T10:54Z [--] followers, [--] engagements
"Evolution Crashes 20% on Week Earnings report In this video I break down Evolution's quarterly earnings report released on the 30th. As a shareholder Im particularly concerned about the 20% drop in stock price following a revenue miss and the implications of increased regulatory scrutiny. I highlight both the positives like strong margins and growth in various markets and the negatives including challenges in unregulated markets. I encourage you to monitor these developments closely and share your thoughts on the report. Join our Skool community: https://www.skool.com/likeatortoise Want to"
YouTube Link 2025-05-01T09:31Z [--] followers, [--] engagements
"Why I Think Ulta Beauty Is A Great Investment In this video I dive deeper into my investment perspective on Ulta Beauty following my previous discussion on Alibaba. I highlight the company's competitive advantages including its unique business model and strong customer loyalty program. I also share my concerns about recent market share losses and the importance of tracking their financial metrics. Join our Skool community: https://www.skool.com/likeatortoise Want to grow your portfolio the right way Heres how we can help: πΉ Tortoise Labs (Community & Education) Weekly live Q&A calls & expert"
YouTube Link 2025-04-02T14:12Z [--] followers, [--] engagements
"From $10000 to $16100 in [--] Months: The Power of Quality Investing In today's video I provided a transparent breakdown of our portfolio performance since January 29th [----] where we achieved a total return of about 61% outperforming the S&P [---] by [--] percentage points annually. I emphasized that investing in higher quality companies can yield substantial returns with less risk. If you had invested $10000 at the start it would have grown to approximately $16100 today. I encourage you to consider the importance of investing in your education as it can lead to significant long-term benefits. If"
YouTube Link 2025-10-06T14:44Z [---] followers, [---] engagements
"Markets Crashed on Trumps Tariff Threat Heres Why Im Not Worried In this video I discuss the significant market turmoil we experienced on Friday due to Trump's tweet about imposing a 100% tariff on China which caused the NASDAQ to drop by 3.27%. Over the weekend he reversed his comments reassuring that "it will all be fine" highlighting the volatility of short-term market reactions. I emphasize the importance of focusing on long-term fundamentals like earnings and cash flows rather than political noise. I encourage you to stay grounded and remember that fear can create buying opportunities"
YouTube Link 2025-10-13T10:18Z [---] followers, [--] engagements
"Alibaba Stock is Collapsing - Here's My Take In this video I discuss Alibaba's recent earnings report highlighting a slight miss in expected earnings and revenue which has led to a negative market reaction. Despite this I emphasize the company's year-over-year revenue growth of 7% and a 23% increase in adjusted earnings. I also touch on their aggressive investments in AI and cloud services which I believe are crucial for future growth. Join our Skool community: https://www.skool.com/likeatortoise Want to grow your portfolio the right way Heres how we can help: πΉ Tortoise Labs (Community &"
YouTube Link 2025-05-15T14:34Z [--] followers, [--] engagements
"Slow Steady Successful: My Investing Journey Explained In this video I wanted to share a bit about my background and the journey that led me to create "Like a Tortoise" which focuses on sustainable investing strategies. I have a diverse career in HR and software engineering and I transitioned into investing after making some early trading mistakes. Our portfolio has been compounding at about 28% per year and I believe that with patience and a sound strategy we can achieve significant financial growth. I encourage you to engage with the content by sharing your thoughts in the comments as I aim"
YouTube Link 2025-10-01T13:23Z [---] followers, [--] engagements
"Ulta Beauty Just Crushed Earnings Time to Buy In this video I discuss Ulta Beauty's recent earnings report and highlight the impressive performance of the company under the new management team. Ulta Beauty the largest specialty beauty retailer in the U.S. saw net sales jump 9.3% year over year with comparable sales growing nearly 7%. I also emphasize the strength of their loyalty program which accounts for over 95% of sales. I invite you to let me know in the comments if you would like a full report on Ulta Beauty which I'm happy to share for free. Overall I believe the fundamentals are"
YouTube Link 2025-09-08T10:55Z [--] followers, [--] engagements
"PayPal Lululemon & The #1 Rule Investors Forget: Valuation In today's video I want to express my gratitude for all the positive comments and engagement on the channel; it's truly rewarding to see that you are finding the content insightful and educational. I discussed the importance of understanding valuation when investing using PayPal as an example to illustrate how paying a fair price is crucial especially given its current P/E ratio of about [-----] despite its impressive earnings growth of 15% per year. I also touched on Lululemon which has compounded earnings per share at 26% yet still"
YouTube Link 2025-09-29T11:16Z [---] followers, [---] engagements
"Alibaba to $300 Earnings Analysis & Future Outlook In this video I want to share my thoughts on Alibaba's recent earnings report. While the year-over-year revenue growth was only 2% this was primarily due to the sale of two money-losing businesses - a testement to management's long-term mindset. Im excited about the 26% growth in their cloud segment and the positive developments in Taobao Instant Commerce which are key for long-term growth. I believe Alibaba is still undervalued with a fair value estimate between $220 and $250 per share and Im not selling any shares as I see significant"
YouTube Link 2025-09-01T10:23Z [--] followers, [--] engagements
"Is Lululemon a Buy After the Crash Full Stock Analysis & Thesis In this video I discuss my recent decision to add Lululemon to my portfolio highlighting its strong brand reputation impressive growth metrics and the current attractive valuation with a price around $228 per share. I believe the company has significant long-term growth potential despite recent market sell-offs due to macroeconomic factors. I also emphasize the importance of management's alignment with shareholders as CEO Calvin McDonald owns shares worth approximately $28 million. If you're interested in my full analysis please"
YouTube Link 2025-06-20T14:33Z [--] followers, [--] engagements
"Why I made BABA My Largest Investment As China's leading cloud service and AI provider Alibaba was never a 'dead' company in my eyes. After extensive due diligence I made it my largest portfolio allocation when the disconnect between price and fundamentals became too extreme. Join our Skool community: https://www.skool.com/likeatortoise Want to grow your portfolio the right way Heres how we can help: πΉ Tortoise Labs (Community & Education) Weekly live Q&A calls & expert discussions A library of data-driven stock research & deep dives Access to my personal stock portfolio Monthly financial"
YouTube Link 2025-03-26T10:44Z [--] followers, [--] engagements
"Markets Drop After Trump Tariff Shock What It Means for Investors & Our Portfolio Markets are down this monring following the recent announcement of a 10% tariff on eight European countries by President Trump which has triggered a risk aversion in global markets. As always I emphasize the importance of understanding the fundamentals of the companies we invest in especially during volatile times and encouraged you to build a watchlist of high-quality companies. Remember while the market may be reacting to geopolitical tensions our focus should remain on the long-term performance of our"
YouTube Link 2026-01-19T09:37Z [---] followers, [--] engagements
"Im Up 90% on Ulta Do I Take Profits In this video I break down whether I should sell my Ulta Beauty shares after a powerful earnings report pushed the stock up nearly 15% taking my total gain to roughly 90% since buying around $330 per share. I walk through the key financials and valuation explaining why despite strong price appreciation the stock isnt wildly overvalued but its no longer cheap either currently trading at a P/E ratio of [--]. More importantly I focus on the fundamentals: Ultas expansion strategy resilient demand and strong leadership under Kecia Steelman. After weighing the"
YouTube Link 2025-12-09T10:46Z [---] followers, [--] engagements
"LIVE: Ask Me Anything Investing Life Strategy Nothing Off Limits. Pre-Christmas LIVE: Ask Me Anything Date: 20/12/2025 Time: [--] GMT Tortoises Im going LIVE for a special end-of-year AMA and nothing is off limits Whether you want to ask about: 1) Stock ideas 2) How I analyse companies 3) Market crash risks 4) Long-term investing strategy 5) Personal finance & wealth building 6) My own portfolio 7) Or even personal questions This is your chance to ask me anything you want unfiltered honest real just as I like. Ill also share: 1) How Im investing heading into [----] 2) My highest-conviction stocks"
YouTube Link 2025-12-04T04:54Z [---] followers, [--] engagements
"Pinterest Stock Too Many Red Flags for Long Term Investors I dive deep into why I believe Pinterest is not a worthy investment sharing my perspective as a long-term investor. Despite a decent score of [----] out of [--] from stock analysis I highlight significant red flags particularly around their inconsistent earnings and concerning stock-based compensation practices that inflate cash flow figures while giving the impression that the stock is cheap Join our free Skool community: π https://www.skool.com/likeatortoise Want to grow your portfolio the right way steadily calmly and with conviction"
YouTube Link 2026-01-01T10:23Z [---] followers, [---] engagements
"Im Doubling Down: My PayPal & Lululemon Buy Explained In this video I wanted to share an important update on my recent investments in Lululemon and PayPal both of which I believe have strong growth potential despite current market challenges. I loaded up on Lululemon shares at around $160 as the stock is down about 70% from its all-time high yet the company maintains a solid balance sheet with no debt and strong gross margins around 59%. For PayPal I see significant undervaluation with a projected intrinsic value of around $140 per share while the market currently prices it much lower. I"
YouTube Link 2025-11-06T11:59Z [---] followers, [---] engagements
"Why PayPal Could 2X in [--] Years Seriously I discuss why I believe PayPal has the potential to double my investment over the next three years which translates to a 24% annualized return. I delve into the company's growth prospects particularly focusing on the Payment Service Provider segment and branded checkout experiences which are crucial for profitability. I also highlight that PayPal is actively buying back shares which could significantly enhance shareholder value. I encourage you to watch my previous video for more context and insights. If you found this information valuable please share"
YouTube Link 2025-10-31T11:02Z [---] followers, [---] engagements
"Why the Tortoise Always Wins in the Stock Market In this video I discuss the importance of avoiding leverage in investing and how it can negatively impact your returns. I share data showing that while the market has achieved an average annualized return of 9.5% the average investor has only managed 3.6% due to poor decision-making and excessive risk-taking. I emphasize that staying invested over time reduces the probability of losing money and I encourage you to adopt a laid-back investment approach by selecting high-quality companies with a margin of safety. I also invite you to engage with"
YouTube Link 2025-10-21T09:40Z [---] followers, [--] engagements
"Technical Analysis Group Session A big thank you to Ethar Al Aasmi for delivering a fantastic webinar to some of our community members and walking us through the ins and outs of technical analysis. While our investment philosophy remains firmly rooted in long-term fundamentals-driven investing technical analysis plays an important complementary role in our process (helping with timing risk management and entry points) Ethar did a great job breaking down complex concepts in a clear and practical way giving our members tools they can actually apply alongside their fundamental research. Grateful"
YouTube Link 2026-01-19T15:09Z [---] followers, [--] engagements
"Netflix Is Down 40% Strong Business or Risky Bet Netflixs latest quarterly earnings report failed to impress investors who had been pricing in stronger growth. While the company delivered solid year-over-year revenue growth of 17.6% there are signs that growth may be decelerating with projections for [----] pointing to a slowdown to around 15.3%. Adding to investor caution is the much-discussed proposed acquisition of Warner Bros. which has raised concerns around potential overpayment and the additional debt burden such a deal could entail. Here's the link to my DCF SpreedSheet:"
YouTube Link 2026-01-22T11:46Z [---] followers, [--] engagements
"You Asked Me to Analyse These Stocks Heres the Problem In this video I discuss some of the companies our audience asked me to analyse during our last live Q&A. More importantly I explain why I only invest in companies with long track records and proven moats while avoiding shiny objects and unprofitable businesses. I hope you find the video educational Once again thank you to everyone who joined and Ill see you on the next call Join our Skool community: https://www.skool.com/likeatortoise Want to grow your portfolio the right way: steadily and confidentlyπ’ Heres how we can help: πΉ Tortoise"
YouTube Link 2025-12-22T11:30Z [---] followers, [--] engagements
"How I Value Companies Like Alibaba & LVMH (My Valuation Framework) In this video I discuss my valuation methods for investing in high-quality companies specifically focusing on Alibaba and LVMH which are my largest portfolio holdings. I emphasize the importance of having a margin of safety and outline my approach using methods like the margin of safety price payback time and the [--] cap rate. I also share insights on how to analyze growth rates and intrinsic values highlighting that I aim for a 50% margin of safety when making investment decisions. I encourage you to share this video with"
YouTube Link 2025-10-17T15:48Z [---] followers, [--] engagements
"3 Stocks Id Love to Buy in the Next Down Market These are three companies that I would love to buy during the next market downturn emphasizing the importance of quality and a margin of safety. If you found value in this video please smash the like button and share it with others who might benefit from our insights Join our free Skool community: π https://www.skool.com/likeatortoise Want to grow your portfolio the right way steadily calmly and with conviction π’ Inside Tortoise Labs (FREE) youll get: Bi-weekly live Q&A calls and investing discussions Data-driven stock deep dives & company"
YouTube Link 2026-01-08T12:22Z [---] followers, [---] engagements
"Extreme Fear Everywhere Is a Crash Coming In this video I wanted to address some concerns about the market and clarify that I don't believe we are experiencing a crash; the NASDAQ is only down about six percent from its all-time highs While we are seeing a rotation out of large-cap tech into more defensive names I caution you about the high valuations in the market particularly in AI stocks. I urge you to be careful avoid using leverage and prepare a watch list of quality companies to invest in when opportunities arise. Remember the key to successful investing is maintaining a margin of"
YouTube Link 2025-11-19T13:52Z [---] followers, [--] engagements
"Warren Buffett Retired These Lessons Will Outlive Any Market Warren Buffett's principles of patience discipline and long-term thinking have profoundly impacted my own journey as an investor. Like him I emphasize the importance of focusing on high-quality businesses and avoiding the herd mentality in investing. As we move into the new year I encourage you all to adopt these teachings to achieve financial success with minimal risk. Thank you for watching and stay tuned for more insights Join our free Skool community: π https://www.skool.com/likeatortoise Want to grow your portfolio the right"
YouTube Link 2026-01-02T16:07Z [---] followers, [--] engagements
"Is Adobe a Buy at These Prices In this video I delve into my analysis of Adobe a company that has recently caught my attention. Despite its impressive financial metrics including a profitability score of [----] out of [--] and a revenue growth of about 14% compounded since [----] I express concerns about its competitive position due to emerging AI technologies and cheaper alternatives. I emphasize the importance of understanding the potential disruptions in the software industry which led me to decide against investing in Adobe for now. As always I encourage you to share your thoughts and feedback"
YouTube Link 2025-11-24T09:44Z [---] followers, [---] engagements
"The Dangerous Delusion of Passive Investors In this video I share some reflections on the current investment environment and the arrogance I see among amateur investors. I discuss the importance of not falling into the trap of recency bias especially considering that the S&P [---] has delivered returns of around 15% over the past [--] years but this may not be repeated. I also mention that major financial institutions are projecting returns of only 3% to 4% over the next decade. My goal is to educate and raise awareness about the need for humility and careful analysis when investing. I invite you"
YouTube Link 2025-11-21T09:30Z [---] followers, [--] engagements
"NVIDIA Is a Great Business But Not at This Price Nvidia has been front and centre of market news. In this video I discuss the company's impressive financials including a staggering 60% earnings growth but caution against investing at current all-time highs due to a lack of margin of safety. I emphasize the importance of being a tortoise investor focusing on long-term value rather than hype. Join our free Skool community: π https://www.skool.com/likeatortoise Want to grow your portfolio the right way steadily calmly and with conviction π’ Inside Tortoise Labs (FREE) youll get: Bi-weekly live"
YouTube Link 2026-01-02T11:26Z [---] followers, [--] engagements
"Smart Money Is SELLING: Burry Shorts AI & Buffett Hoards Cash In this video I discuss the recent volatility in the stock market particularly focusing on the high concentration levels of returns driven by a few companies which are at all-time highs reminiscent of the [----] tech bubble. I highlight the concerning valuations of companies like Palantir which is trading at a PE ratio of around [---] and [---] times sales raising questions about their sustainability. I emphasize the importance of assessing risk and reward in this environment and share my current investment stance indicating that I'm not"
YouTube Link 2025-11-05T09:44Z [---] followers, [---] engagements
"Why Trading Too Much Is Destroying Your Investment Returns Active trading can significantly hurt your performance. Selecting high-quality companies and holding them for a long time is more beneficial than focusing on short-term fluctuations. I also pointed out that investing in a low-cost index funds is the best strategy for passive Investors. Here's the link to my DCF SpreedSheet: https://docs.google.com/spreadsheets/. Join our free Skool community: π https://www.skool.com/likeatortoise Want to grow your portfolio the right way steadily calmly and with conviction π’ Inside Tortoise Labs"
YouTube Link 2026-01-15T10:11Z [---] followers, [--] engagements
"How to Read the Income Statement Like a Long-Term Investor Accounting is the language of business. While one doesn't need to be an accountant in orther to be a great investor understanding the financial statements and how they interrelate is key to making sound investment decisions. In this video I dive deep into the income statement while providing examples to illustrate the importance of understanding revenue expenses and profitability margins. I emphasize the need for consistency and predictability in financials urging you to look beyond surface-level numbers. Here's the link to my DCF"
YouTube Link 2026-01-21T09:05Z [---] followers, [--] engagements
"Alibaba Is Spending Billions And It Might Pay Off Big In today's video I provided an update on Alibaba's latest earnings report highlighting a mixed but strategically important Q3 where revenue grew 5% year over year surpassing analyst expectations. While profitability took a hit with net income down 53% I emphasized that the long-term outlook remains strong as the company invests heavily in AI and instant commerce. I believe these investments are crucial for maintaining competitive advantage and will ultimately lead to higher valuations. Asl always I encourage you to join our free community"
YouTube Link 2025-11-27T09:39Z [---] followers, [---] engagements
"How I Value Stocks Using Phil Towns [--] Simple Valuation Rules I discuss Phil Town's three valuation methods and how I incorporate them into my company analysis using Novo Nordisk Paypal And Lululemon as examples. I encourage you to join our upcoming free event on January 22nd where we'll dive deeper into our investment strategies Let me know if you liked the video and share your thoughts in the comments Here's the link to my DCF SpreedSheet: https://docs.google.com/spreadsheets/. Join our free Skool community: π https://www.skool.com/likeatortoise Want to grow your portfolio the right way"
YouTube Link 2026-01-16T17:05Z [---] followers, [---] engagements
"5 Investing Books That Changed How I Invest Forever Here are five impactful books that have significantly shaped my investing journey and I hope they will do the same for you. These books emphasize the importance of a long-term perspective understanding businesses and maintaining a margin of safety in investments. I recommend starting with 'Rule One Investing' by Phil Town as it lays a strong foundation for valuing companies. Let's continue to learn and grow together in our investing endeavors Join our free Skool community: π https://www.skool.com/likeatortoise Want to grow your portfolio"
YouTube Link 2026-01-10T09:18Z [---] followers, [--] engagements
"The Next Lost Decade: Why the S&P [---] May Deliver 0% Returns In today's video I discussed the current market valuation and shared insights from Monish Pabrai a prominent value investor. He highlighted that the S&P 500's trailing P/E ratio is currently at [--] one of the highest in history suggesting we might be heading for a lost decade in terms of returns. I emphasized the importance of being cautious especially for index investors looking to retire in the next [--] to [--] years. I also mentioned my continued confidence in our portfolio of high-quality companies which are trading below market"
YouTube Link 2025-11-10T11:03Z [---] followers, [---] engagements
"Pfizer & UnitedHealth: Deep Dive Into Two Healthcare Powerhouses Hello everyone In today's video I compared Pfizer and United Health two prominent companies in the healthcare sector which is currently trading at one of its cheapest valuations compared to the S&P [---]. I discussed Pfizer's sluggish revenue growth of only 2.35% since [----] and its high stock-based compensation leading me to view it as a less attractive investment. In contrast United Health has shown a robust revenue growth of 10% per year and a solid balance sheet making it a more appealing option. I encourage you to do your own"
YouTube Link 2025-12-04T12:15Z [---] followers, [---] engagements
"Fundsmith Just Released Their Annual Letter Heres What Actually Matters I discussed the latest shareholder letter from Fundsmith a UK-based quality investment fund that has delivered about 13.8% annualized returns since its inception in November [----]. I highlighted the fund's recent underperformance compared to the S&P [---] largely due to extreme market concentration and the impact of index funds. I also emphasized the importance of sticking to a disciplined investment strategy and not getting caught up in market hype Join our free Skool community: π https://www.skool.com/likeatortoise Want"
YouTube Link 2026-01-09T09:58Z [---] followers, [---] engagements
"LIVE: Ask Me Anything Investing Wealth & Life Date: 31/01/2026 Time: [--] GMT After a great first experience going live on YouTube Im planning to do this at the end of every month going forward. As always nothing is off limits Whether you want to ask about: 1) Stock ideas 2) How I analyse companies 3) Market crash risks 4) Long-term investing strategy 5) Personal finance & wealth building 6) My own portfolio 7) Or even personal questions This is your chance to ask me anything you want unfiltered honest real just as I like. Ill also share: 1) How Im investing heading into [----] 2) My"
YouTube Link 2025-12-30T12:33Z [---] followers, [---] engagements
"Tay Chi Keng on Long Term Investing Patience & His Biggest Wins Join me in this deep-dive conversation with Tay Chi Keng an investor and YouTuber who has built a community of over [-----] subscribers by documenting his investing lessons portfolio decisions and long-term philosophy. In this 46-minute interview we unpack Tays investing journey the influences that shaped his framework and how he approaches high-conviction investments like Alibaba Tencent and Lululemon. If youre interested in long-term investing behavioural discipline or building a portfolio you can hold for years this conversation"
YouTube Link 2025-12-10T13:38Z [---] followers, [--] engagements
"NVR The Quiet Compounder Hiding in a Cyclical Industry This home builder has demonstrated exceptional performance despite being in a cyclical industry. With a track record of retiring over 83% of its shares since [----] and a consistent revenue growth of about 22% compounded since [----] NVR stands out as a resilient investment. I discuss the structural demand shift in the U.S. housing market and the persistent housing shortage which positions NVR favorably for future growth. Join our free Skool community: π https://www.skool.com/likeatortoise Want to grow your portfolio the right way steadily"
YouTube Link 2026-01-05T12:36Z [---] followers, [--] engagements
"PayPal + OpenAI = Game Changer Q3 Earnings Explained In this video I dive into PayPal's recent earnings report which showed a solid performance with net revenues up 7% year over year beating Wall Street estimates. The stock initially surged by 15% after the announcement but settled with a modest 1% gain. I discuss the positive impact of our new OpenAI partnership and the strategic shift towards higher-margin transactions despite a slight decline in payment transactions. I remain very bullish on PayPal's future and encourage you to share your thoughts in the comments. If you found this"
YouTube Link 2025-10-29T09:02Z [---] followers, [---] engagements
"Why Im Not Panicking About a [----] Market Crash In today's video I discuss the potential market crash that many are predicting for [----] driven by high valuations and economic uncertainties. I emphasize the importance of investing with a margin of safety as current market metrics like the Shiller P/E ratio and the Buffett Indicator indicate we are at historically high levels. I also highlight the concentration of market power among a few tech companies and the risks that index investors may face in the coming years. While I don't aim to spread fear I encourage you to stay informed and consider"
YouTube Link 2025-12-23T10:22Z [---] followers, [---] engagements
"Ulta Beauty Earnings: A Quiet Retail Powerhouse Just Beat Big Hello everyone in this video I discuss the recent results from Ulta Beauty where we bought shares around $357 each when no one was interested. The numbers came in better than expected with revenue growing 12.9% and comparable sales up 6.3%. I also invite you to join a live video on December 20th where you can ask questions both personal and professional. Thank you for your continued support and feedback and lets continue exploring these exciting investment opportunities together"
YouTube Link 2025-12-05T12:01Z [---] followers, [--] engagements
"When Cheap Is a Trap Real vs Fake Value Stocks In this video I discuss the critical differences between value traps and genuinely undervalued companies emphasizing the importance of understanding why a stock is cheap before investing. I share key warning signs to look for such as deteriorating fundamentals and poor management practices and highlight real-world examples like IBM and General Electric. I also stress the need for a clear path to improvement in a company's fundamentals which can serve as a catalyst for growth. Lastly I invite you to join my upcoming free webinar on value investing"
YouTube Link 2025-12-29T10:15Z [---] followers, [---] engagements
"Buffett Pabrai Ackman Heres What the Smart Money Bought in Q3 In this video I want to express my gratitude for your support as our YouTube channel continues to grow and I'm excited to share more content with you. Today I discussed the investment strategies of several successful investors including Norbert Lew and Warren Buffett focusing on their recent portfolio moves and the companies they're buying like PayPal and Google. I emphasized the importance of investing in high-quality companies with a significant margin of safety to achieve my goal of doubling my money every [--] to [--] years. Please"
YouTube Link 2025-11-17T13:25Z [---] followers, [--] engagements
"The Market Is Wrong on PayPal (My High-Conviction Thesis) In today's video I discuss why I believe PayPal is a misunderstood gem in the current stock market trading at a forward P/E ratio of just [--] times significantly cheaper than the S&P 500's [--] times. Despite its strong fundamentals and a network of over [---] million active users the market is pricing it as if it's in decline which the data does not support. I highlight the company's impressive revenue growth of 12.32% compounded since [----] and a projected free cash flow of up to $6.5 billion this year. I encourage you to consider the"
YouTube Link 2025-12-02T12:14Z [---] followers, [---] engagements
"What JPMorgans Market Data Is Quietly Warning Investors About JP Morgan Asset Management report emphasizes that the S&P index is currently at one of its highest valuation levels in history with a forward P/E ratio around [--] which suggests muted future returns. It also highlights the significant concentration of returns driven by the top [--] companies in the S&P [---] and the stark contrast in valuations between growth and value stocks Join our free Skool community: π https://www.skool.com/likeatortoise Want to grow your portfolio the right way steadily calmly and with conviction π’ Inside"
YouTube Link 2025-12-31T11:26Z [---] followers, [---] engagements
"Warren Buffetts FINAL Letter: The Lessons He Leaves Us In this video I discuss Warren Buffett's last letter to shareholders which marks the end of a remarkable 60-year streak of his annual letters. At [--] Buffett is stepping back from his role with Greg Abel set to take over as CEO while Buffett will focus on philanthropy having already given away $50 billion. He reflects on his life in Omaha the people who shaped him and emphasizes the importance of humility and learning from mistakes. I encourage you to think about the key takeaways from his letter especially regarding leadership and the"
YouTube Link 2025-11-11T11:42Z [---] followers, [---] engagements
"My Portfolio Review: [--] Stocks [--] Tough Year & My Plan for [----] In this video I provide a transparent breakdown of my portfolio as we approach the end of the year discussing each investment's performance and my outlook for [----]. Over the past two years our portfolio has achieved a compounded annual growth rate of about 26.53% trouncing the S&P over that time. I also reflect on my mistakes and emphasize the importance of patience in investing. I encourage you to engage with me in our upcoming live event on the 20th where you can ask any questions related to the stock market Join our Skool"
YouTube Link 2025-12-15T15:44Z [---] followers, [---] engagements
"Alibaba Q4 Earnings: The AI Bet vs Profitability Reality I break down what I'm looking for in Alibaba's upcoming Quarter [--] earnings report set to be released on February 19th. I'm particularly interested in whether Alibaba can balance growth with profitability especially as they ramp up investments in AI and infrastructure"
YouTube Link 2026-02-17T08:39Z [---] followers, [--] engagements
"What Actually Shaped My Investing Process (After 10+ Years in Markets) In this video I share my investment philosophy shaped over the years emphasizing the importance of psychology and patience in investing. I address comments from subscribers about my decision to remain invested in PayPal highlighting its strong fundamentals including generating six billion dollars in free cash flow. I discuss the new management team's incentives and how they align with shareholder interests which gives me confidence in the company's future. Additionally I encourage viewers to engage with the content and"
YouTube Link 2026-02-16T09:25Z [---] followers, [--] engagements
"How One Bad Period Nearly Ruined Pershing Square (And What Investors Can Learn) In today's video I discussed the recent [----] Annual Investor Presentation report from Pershing Square managed by the well-known Bill Ackman. I highlighted key takeaways including the impressive 20.9% growth in net asset value and the significant outperformance of international stocks compared to the S&P [---]. I also analyzed Ackman's investment decisions particularly his recent exits from Nike and Netflix which I believe may have been mistakes. Here's the link to my DCF SpreedSheet:"
YouTube Link 2026-02-14T10:32Z [---] followers, [--] engagements
"Testimonial Janet Silva"
YouTube Link 2026-02-13T15:32Z [---] followers, [--] engagements
"Stocks Are Crashing Why Long Term Investors Should Stay Calm I discuss the recent sharp sell-off in the Nasdaq and how cryptocurrencies often lead market movements. I emphasize that the current market concentration is at historically high levels with the top [--] stocks in the S&P [---] making up 38% of its market cap. Additionally the Shiller P/E ratio is at its second highest level ever indicating overvaluation. I encourage you to build a watchlist of quality companies and remain patient as many stocks are becoming cheaper presenting potential buying opportunities. Remember education is key so"
YouTube Link 2026-02-13T11:02Z [---] followers, [---] engagements
"Our Subscribers Picked These [--] Stocks Are AFYA & KSPI Worth Buying Today In today's video I discussed two stock picks from our subscribers (KSPY and AFYA). Here's the link to my DCF SpreedSheet: https://docs.google.com/spreadsheets/. Join our free Skool community: π https://www.skool.com/likeatortoise Want to grow your portfolio the right way steadily calmly and with conviction π’ Inside Tortoise Labs (FREE) youll get: Bi-weekly live Q&A calls and investing discussions Data-driven stock deep dives & company research 20+ hours of long-term investing courses Monthly market & financial news"
YouTube Link 2026-02-12T12:55Z [---] followers, [--] engagements
"Patience Pays: Why I Finally Added Constellation Software to the Portfolio Im excited to share that we've finally bought shares in Constellation Software. This company has a remarkable track record never experiencing a 50% drawdown until recently and I believe the current sell-off due to AI disruption fears is overblown. Ive conducted extensive due diligence and Im confident in this investment as it aligns with our strategy of acquiring high-quality businesses. Let me know in the comments if you've found this valuable"
YouTube Link 2026-02-11T21:00Z [---] followers, [---] engagements
"Halo Health: Is This High Growth Healthcare Stock Undervalued Halo is a healthcare company that has shown significant growth since [----] particularly in revenue and profitability with a current net income of about $590 million and free cash flow at approximately $602 million. Despite some concerns regarding insider selling especially from the CEO I believe the stock is undervalued based on its strong financials and growth potential with analysts forecasting a 17.26% earnings per share growth over the next five years. Here's the link to my DCF SpreedSheet: https://docs.google.com/spreadsheets/."
YouTube Link 2026-02-10T13:18Z [---] followers, [--] engagements
"Is Fortinet a Great Business at Todays Price Intrinsic Value & Margin of Safety Fortinet is a great company. Would it deserve a place in our Portfolio at today's price In this video I analyse their financials highlighting among other things a 21% revenue growth since [----] and a strong balance sheet with a net cash position of $2.59 billion. I also determine the company's intrinsic value and margin of safety entry price. If you found value in this analysis please smash the like butto Here's the link to my DCF SpreedSheet: https://docs.google.com/spreadsheets/. Join our free Skool community: π"
YouTube Link 2026-02-09T10:46Z [---] followers, [--] engagements
"Christophe Nour on Quality Investing Temperament & the Opportunities Ahead @christophenour Nour is no stanger to many of you. He's a great investor and someone I admire. I invited him to the channel to share for a great discussion on long-term concentrated investing principles including definitions of quality how to spot weakening moats and valuation frameworks. Chris also emphasized temperament and preparation (listing key risks) as critical for surviving volatility and sizing positions by conviction. Lastly we discussed potential opportunities in the markets right now. I hope you enjoy this"
YouTube Link 2026-02-07T09:16Z [---] followers, [---] engagements
"Markets Are Falling. Will You Have the Courage to Buy I discuss the recent market volatility and the psychological challenges investors face during such times. I firmly beliveve understanding your investments and buying only with a margin of safety will help you mitigate emotional reactions. I also highlight key cognitive biases that can lead to poor decision-making and stress the value of being a patient investor. Guys if you found this content valuable please like the video and share it with others who may benefit Here's the link to my DCF SpreedSheet:"
YouTube Link 2026-02-06T13:19Z [---] followers, [---] engagements
"Evolution AB Earnings: Asia Recovers Europe Breaks What Investors Must Watch Evolution AB reported this morning. While revenues were broadly flat year-on-year the company remains operationally resilient. I focused on key regions noting that Europe is facing regulatory challenges while Asia showed encouraging sequential growth. Despite a decline in profitability due to heavy investments in expansion the company maintains strong cash flows and industry-leading margins. Here's the link to my DCF SpreedSheet: https://docs.google.com/spreadsheets/. Join our free Skool community: π"
YouTube Link 2026-02-05T10:20Z [---] followers, [---] engagements
"Temporary Setback or Structural Problem (Earnings Preview) Evolution AB is about to report earnings. As a long-term investor I'm particularly focused on the challenges in the Asian and European markets which together account for over 50% of the company's revenue. It's is critical to understand whether recent revenue declines are due to temporary issues or structural problems and I do believe that the upcoming quarter will help us determine that. Here's the link to my DCF SpreedSheet: https://docs.google.com/spreadsheets/. Join our free Skool community: π https://www.skool.com/likeatortoise"
YouTube Link 2026-02-04T08:54Z [---] followers, [---] engagements
"PayPal Q4 Earnings Explained: From Turnaround to Prove It Story PayPal's recent earnings report was an absolute disgrace. A nasty surprise for many of us investors. They missed both revenue and earnings per share expectations and the guidance for [----] is particularly concerning indicating a mid-single-digit decline in EPS. The core issue seems to be the slowdown in branded checkout growth which is critical for profitability and the ongoing decline in transaction take rates. I am taking a wait-and-see approach with my own shares while assessing the new CEO's potential impact. Please share your"
YouTube Link 2026-02-03T16:41Z [---] followers, [---] engagements
"LIVE: Ask Me Anything Investing Wealth & Life Date: 27/02/2026 Time: [--] GMT This will mark our third live experience on Youtube As always nothing is off limits Whether you want to ask about: 1) Stock ideas 2) How I analyse companies 3) Market crash risks 4) Long-term investing strategy 5) Personal finance & wealth building 6) My own portfolio 7) Or even personal questions This is your chance to ask me anything you want unfiltered honest real just as I like. Ill also share: 1) How Im investing heading into [----] 2) My highest-conviction stocks right now 3) Lessons learned from compounding at"
YouTube Link 2026-02-02T10:17Z [---] followers, [--] engagements
"Microsoft Stock Fell 12% After Earnings Heres What the Market Missed Despite beating revenue and earnings expectations Microsoft's stock tumbled 12%. The problem was the exuberant expectations baked into the price going into earnings. Again buying with a margin of safety is just as important as understanding the underlying business especially during periods of volatility. I strongly encourage you guys to remain patient and resilient in your investing journey and to always ensure you comprehend what you own to avoid panic during market fluctuations. Here's the link to my DCF SpreedSheet:"
YouTube Link 2026-02-02T09:32Z [---] followers, [---] engagements
"LIVE: Ask Me Anything Investing Wealth & Life Date: 31/01/2026 Time: [--] GMT After a great first experience going live on YouTube Im planning to do this at the end of every month going forward. As always nothing is off limits Whether you want to ask about: 1) Stock ideas 2) How I analyse companies 3) Market crash risks 4) Long-term investing strategy 5) Personal finance & wealth building 6) My own portfolio 7) Or even personal questions This is your chance to ask me anything you want unfiltered honest real just as I like. Ill also share: 1) How Im investing heading into [----] 2) My"
YouTube Link 2025-12-30T12:33Z [---] followers, [---] engagements
"Uber Is Profitable Now But Is the Stock a Buy Uber a company that has recently caught my attention has been on my watch list for some time. I discuss its financial performance noting that Uber has turned a corner to profitability in [----] with revenues increasing by about 27.8% and a market cap around $170 billion. Analysts rate it as a strong buy with a price target suggesting a 33% upside potential. Here's the link to my DCF SpreedSheet: https://docs.google.com/spreadsheets/. Join our free Skool community: π https://www.skool.com/likeatortoise Want to grow your portfolio the right way"
YouTube Link 2026-01-30T12:54Z [---] followers, [---] engagements
"AI Is Crushing Software Stocks Heres Where the Market Is Wrong The sell-off in the software sector primarily driven by fears of AI disruption has been violent. Companies like Constellation Software have seen their stock prices drop by about 54% despite being considered quality investments. This video explains the differences between horizontal and vertical software companies emphasizing that vertical firms are generally more resilient to AI threats. I also shared insights from my research and encouraged viewers to consider the potential mispriced opportunities in this market. As always if you"
YouTube Link 2026-01-29T08:59Z [---] followers, [---] engagements
"LVMH Beats Earnings So Why Did the Stock Crash 7% LVMH is down 7% following its recent earnings report. Despite delivering better-than-expected fourth-quarter revenue and signs of stabilization in the luxury market the results did not meet elevated investor expectations leading to a sharp market reaction. While margins are under pressure due to currency effects and geopolitical instability I believe this is a temporary setback rather than a structural issue. Here's the link to my DCF SpreedSheet: https://docs.google.com/spreadsheets/. Join our free Skool community: π"
YouTube Link 2026-01-28T10:52Z [---] followers, [---] engagements
"How to Read a Balance Sheet Like a Long Term Investor In today's video I dive deep into the balance sheet explaining its crucial role in assessing a company's financial strength and sustainability. While the income statement shows profitability the balance sheet reveals whether that profitability can be maintained over time. I also share insights on key metrics like current ratio and return on assets and highlight the importance of understanding liabilities and equity. Don't forget to join our live session on January 31st and bring your questions as we continue to explore these concepts"
YouTube Link 2026-01-27T12:51Z [---] followers, [--] engagements
"5 Years of Underperformance: Terry Smith Explains What Most Investors Get Wrong In today's video I discussed a recent interview with Terry Smith a renowned British money manager whose fund has faced underperformance over the last five years currently averaging around 13%+ annual returns. I highlighted key insights from the interview including the importance of sticking to a sound investment framework and the challenges posed by rising interest rates and market distortions. Here's the link to my DCF SpreedSheet: https://docs.google.com/spreadsheets/. Join our free Skool community: π"
YouTube Link 2026-01-26T08:31Z [---] followers, [---] engagements
"Evolution AB: A 60% Monopoly Trading at 10x Earnings (100% Upside) I discussed the latest developments regarding Evolution AB a company I believe has strong long-term potential despite recent challenges including a significant 60% drawdown from its all-time highs. The reality however is that the online gambling market is projected to grow by about 11% until [----] and Evolution holds a dominant position with around 60% market share in live dealer gaming. If you're not part of our community yet let me know and I can add you to our groups for more insights. Thank you for your ongoing support"
YouTube Link 2026-01-24T11:32Z [---] followers, [---] engagements
"PayPals Quiet AI Bet: Why the Cymbio Deal Matters I discuss PayPal's recent acquisition of Symbio a company that enhances e-commerce capabilities through AI-driven commerce. This acquisition is a significant step for PayPal as it transitions from just a payment solution provider to a comprehensive commerce operating system. I highlighted the potential long-term benefits of this move especially as AI-powered commerce is projected to orchestrate $900 billion to $1 trillion in U.S. retail revenue by [----]. And don't forget to join our live tomorrow at [--] a.m. UK time for any questions Here's the"
YouTube Link 2026-01-23T10:53Z [---] followers, [---] engagements
"Netflix Is Down 40% Strong Business or Risky Bet Netflixs latest quarterly earnings report failed to impress investors who had been pricing in stronger growth. While the company delivered solid year-over-year revenue growth of 17.6% there are signs that growth may be decelerating with projections for [----] pointing to a slowdown to around 15.3%. Adding to investor caution is the much-discussed proposed acquisition of Warner Bros. which has raised concerns around potential overpayment and the additional debt burden such a deal could entail. Here's the link to my DCF SpreedSheet:"
YouTube Link 2026-01-22T11:46Z [---] followers, [--] engagements
"How to Read the Income Statement Like a Long-Term Investor Accounting is the language of business. While one doesn't need to be an accountant in orther to be a great investor understanding the financial statements and how they interrelate is key to making sound investment decisions. In this video I dive deep into the income statement while providing examples to illustrate the importance of understanding revenue expenses and profitability margins. I emphasize the need for consistency and predictability in financials urging you to look beyond surface-level numbers. Here's the link to my DCF"
YouTube Link 2026-01-21T09:05Z [---] followers, [--] engagements
"Morningstar Says $295: Is Lululemon Deeply Undervalued In this video I discuss insights from a Morningstar's report on Lululemon highlighting that the stock currently trades at $202 per share with a fair value estimate of $295 indicating substantial upside. I also address the company's strong brand and pricing power as well as its plans for international expansion particularly in China. Here's the link to my DCF SpreedSheet: https://docs.google.com/spreadsheets/. Join our free Skool community: π https://www.skool.com/likeatortoise Want to grow your portfolio the right way steadily calmly and"
YouTube Link 2026-01-20T09:34Z [---] followers, [---] engagements
"Technical Analysis Group Session A big thank you to Ethar Al Aasmi for delivering a fantastic webinar to some of our community members and walking us through the ins and outs of technical analysis. While our investment philosophy remains firmly rooted in long-term fundamentals-driven investing technical analysis plays an important complementary role in our process (helping with timing risk management and entry points) Ethar did a great job breaking down complex concepts in a clear and practical way giving our members tools they can actually apply alongside their fundamental research. Grateful"
YouTube Link 2026-01-19T15:09Z [---] followers, [--] engagements
"Markets Drop After Trump Tariff Shock What It Means for Investors & Our Portfolio Markets are down this monring following the recent announcement of a 10% tariff on eight European countries by President Trump which has triggered a risk aversion in global markets. As always I emphasize the importance of understanding the fundamentals of the companies we invest in especially during volatile times and encouraged you to build a watchlist of high-quality companies. Remember while the market may be reacting to geopolitical tensions our focus should remain on the long-term performance of our"
YouTube Link 2026-01-19T09:37Z [---] followers, [--] engagements
"How I Value Stocks Using Phil Towns [--] Simple Valuation Rules I discuss Phil Town's three valuation methods and how I incorporate them into my company analysis using Novo Nordisk Paypal And Lululemon as examples. I encourage you to join our upcoming free event on January 22nd where we'll dive deeper into our investment strategies Let me know if you liked the video and share your thoughts in the comments Here's the link to my DCF SpreedSheet: https://docs.google.com/spreadsheets/. Join our free Skool community: π https://www.skool.com/likeatortoise Want to grow your portfolio the right way"
YouTube Link 2026-01-16T17:05Z [---] followers, [---] engagements
"Why Trading Too Much Is Destroying Your Investment Returns Active trading can significantly hurt your performance. Selecting high-quality companies and holding them for a long time is more beneficial than focusing on short-term fluctuations. I also pointed out that investing in a low-cost index funds is the best strategy for passive Investors. Here's the link to my DCF SpreedSheet: https://docs.google.com/spreadsheets/. Join our free Skool community: π https://www.skool.com/likeatortoise Want to grow your portfolio the right way steadily calmly and with conviction π’ Inside Tortoise Labs"
YouTube Link 2026-01-15T10:11Z [---] followers, [--] engagements
"PayPal Stock at $50: Why Id Buy More Despite the Noise In this video I discuss my intention to buy more Paypal shares at $50 to lower my cost basis which currently sits at around $67. Despite market skepticism regarding PayPal's growth I believe the company is evolving into a multi-engine commerce platform with significant growth potential. I highlight that PayPal is generating $6 to $7 billion in annual free cash flow which translates to an impressive cash flow yield of nearly 10% Remember this is not financial advice so please do your own due diligence. Here's the link to my DCF"
YouTube Link 2026-01-14T11:45Z [---] followers, [---] engagements
"DCF vs Reverse DCF: How to Value Stocks Without Guessing Both the Discounted Cash Flow (DCF) and Reverse DCF are essential tools for valuing companies and assessing whether they are overpriced underpriced or fairly valued. I emphasize the importance of understanding future cash flows and the time value of money using a discount rate of 15% (my standard). I also provide a practical example using Amazon and PayPal to illustrate how to apply these methods effectively. Also don't forget to join our upcoming live webinar at the end of the month to share your stock suggestions and further enhance"
YouTube Link 2026-01-13T15:09Z [---] followers, [---] engagements
"Salesforce Stock Analysis: Earnings Up Stock Flat Whats Going On Salesforce has evolved from a basic CRM to a global enterprise platform generating over $40 billion in annual revenue. I discuss its business model which relies heavily on subscription services creating predictable cash flows and the importance of high switching costs that make it difficult for customers to leave. I also highlight the recent improvements in operating margins and the company's focus on shareholder returns. If you're interested in a deeper understanding of Salesforce and its potential as an investment please feel"
YouTube Link 2026-01-12T10:49Z [---] followers, [--] engagements
"5 Investing Books That Changed How I Invest Forever Here are five impactful books that have significantly shaped my investing journey and I hope they will do the same for you. These books emphasize the importance of a long-term perspective understanding businesses and maintaining a margin of safety in investments. I recommend starting with 'Rule One Investing' by Phil Town as it lays a strong foundation for valuing companies. Let's continue to learn and grow together in our investing endeavors Join our free Skool community: π https://www.skool.com/likeatortoise Want to grow your portfolio"
YouTube Link 2026-01-10T09:18Z [---] followers, [--] engagements
"Fundsmith Just Released Their Annual Letter Heres What Actually Matters I discussed the latest shareholder letter from Fundsmith a UK-based quality investment fund that has delivered about 13.8% annualized returns since its inception in November [----]. I highlighted the fund's recent underperformance compared to the S&P [---] largely due to extreme market concentration and the impact of index funds. I also emphasized the importance of sticking to a disciplined investment strategy and not getting caught up in market hype Join our free Skool community: π https://www.skool.com/likeatortoise Want"
YouTube Link 2026-01-09T09:58Z [---] followers, [---] engagements
"3 Stocks Id Love to Buy in the Next Down Market These are three companies that I would love to buy during the next market downturn emphasizing the importance of quality and a margin of safety. If you found value in this video please smash the like button and share it with others who might benefit from our insights Join our free Skool community: π https://www.skool.com/likeatortoise Want to grow your portfolio the right way steadily calmly and with conviction π’ Inside Tortoise Labs (FREE) youll get: Bi-weekly live Q&A calls and investing discussions Data-driven stock deep dives & company"
YouTube Link 2026-01-08T12:22Z [---] followers, [---] engagements
"TeamViewer Stock Cheap Turnaround or Value Trap I analysed TeamViewer SE following a request from Filipe a fellow Portuguese subscriber. What stands out to me is the companys debt level which has increased sharply following the acquisition of 1E. The subsequent underperformance of the 1E unit has resulted in lower revenue guidance and a decline in TeamViewers share price. The key question now is whether this acquisition will ultimately prove accretive. Even if it doesnt the company will still need to reduce its debt to more sustainable levels in order to restore investor confidence. Join our"
YouTube Link 2026-01-07T11:05Z [---] followers, [---] engagements
"How I Build My Watchlist And Find High Quality Stock Ideas In this video I walk you through my process of building a watch list of high-quality companies that I may want to invest in the future. All companies on it must meet my criteria for quality I also share my sources for generating ideas including newsletters and insights from successful investors. Join our free Skool community: π https://www.skool.com/likeatortoise Want to grow your portfolio the right way steadily calmly and with conviction π’ Inside Tortoise Labs (FREE) youll get: Bi-weekly live Q&A calls and investing discussions"
YouTube Link 2026-01-06T09:59Z [---] followers, [---] engagements
"NVR The Quiet Compounder Hiding in a Cyclical Industry This home builder has demonstrated exceptional performance despite being in a cyclical industry. With a track record of retiring over 83% of its shares since [----] and a consistent revenue growth of about 22% compounded since [----] NVR stands out as a resilient investment. I discuss the structural demand shift in the U.S. housing market and the persistent housing shortage which positions NVR favorably for future growth. Join our free Skool community: π https://www.skool.com/likeatortoise Want to grow your portfolio the right way steadily"
YouTube Link 2026-01-05T12:36Z [---] followers, [--] engagements
"Warren Buffett Retired These Lessons Will Outlive Any Market Warren Buffett's principles of patience discipline and long-term thinking have profoundly impacted my own journey as an investor. Like him I emphasize the importance of focusing on high-quality businesses and avoiding the herd mentality in investing. As we move into the new year I encourage you all to adopt these teachings to achieve financial success with minimal risk. Thank you for watching and stay tuned for more insights Join our free Skool community: π https://www.skool.com/likeatortoise Want to grow your portfolio the right"
YouTube Link 2026-01-02T16:07Z [---] followers, [--] engagements
"NVIDIA Is a Great Business But Not at This Price Nvidia has been front and centre of market news. In this video I discuss the company's impressive financials including a staggering 60% earnings growth but caution against investing at current all-time highs due to a lack of margin of safety. I emphasize the importance of being a tortoise investor focusing on long-term value rather than hype. Join our free Skool community: π https://www.skool.com/likeatortoise Want to grow your portfolio the right way steadily calmly and with conviction π’ Inside Tortoise Labs (FREE) youll get: Bi-weekly live"
YouTube Link 2026-01-02T11:26Z [---] followers, [--] engagements
"Pinterest Stock Too Many Red Flags for Long Term Investors I dive deep into why I believe Pinterest is not a worthy investment sharing my perspective as a long-term investor. Despite a decent score of [----] out of [--] from stock analysis I highlight significant red flags particularly around their inconsistent earnings and concerning stock-based compensation practices that inflate cash flow figures while giving the impression that the stock is cheap Join our free Skool community: π https://www.skool.com/likeatortoise Want to grow your portfolio the right way steadily calmly and with conviction"
YouTube Link 2026-01-01T10:23Z [---] followers, [---] engagements
"What JPMorgans Market Data Is Quietly Warning Investors About JP Morgan Asset Management report emphasizes that the S&P index is currently at one of its highest valuation levels in history with a forward P/E ratio around [--] which suggests muted future returns. It also highlights the significant concentration of returns driven by the top [--] companies in the S&P [---] and the stark contrast in valuations between growth and value stocks Join our free Skool community: π https://www.skool.com/likeatortoise Want to grow your portfolio the right way steadily calmly and with conviction π’ Inside"
YouTube Link 2025-12-31T11:26Z [---] followers, [---] engagements
"Why I Dont Chase AI Crypto or the Next Big Thing In this video I discuss my strong disdain for hype in investing and why it's crucial to avoid it at all costs. I emphasize the importance of understanding the businesses we invest in focusing on companies with proven track records competitive advantages and a significant margin of safety. I illustrate this with examples like PayPal and Lululemon highlighting how overpaying for great companies can lead to poor investment outcomes. Please share this video with anyone who might benefit from this perspective and leave constructive feedback on what"
YouTube Link 2025-12-30T10:04Z [---] followers, [--] engagements
"When Cheap Is a Trap Real vs Fake Value Stocks In this video I discuss the critical differences between value traps and genuinely undervalued companies emphasizing the importance of understanding why a stock is cheap before investing. I share key warning signs to look for such as deteriorating fundamentals and poor management practices and highlight real-world examples like IBM and General Electric. I also stress the need for a clear path to improvement in a company's fundamentals which can serve as a catalyst for growth. Lastly I invite you to join my upcoming free webinar on value investing"
YouTube Link 2025-12-29T10:15Z [---] followers, [---] engagements
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